Meridian Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
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|
2025
Q1 | $4.49M | Buy |
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|
2024
Q4 | $4.26M | Sell |
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|
2024
Q3 | $4.54M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.98M | Sell |
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|
2023
Q3 | $7.31M | Buy |
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|
2023
Q2 | $4.67M | Buy |
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|
2023
Q1 | $4.48M | Buy |
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|
2022
Q4 | $4.42M | Sell |
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|
2022
Q3 | $4.06M | Sell |
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|
2022
Q2 | $7.19M | Buy |
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|
2022
Q1 | $502K | Buy |
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|
2021
Q4 | $287K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $213K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $773 | Buy |
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